Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Westwood Mutual Funds
View all of Westwood’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Westwood Funds List
Share Class Type
1 to 25 of 27 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Westwood Capital Appreciation Inc Inst | WLVIX | Moderate Allocation | 1.70% | 82 | 0.400% | Low | Institutional | $100,000 | ||
| Westwood Quality SMidCap Fund Ultra | WWSMX | Small Blend | 3.79% | 15 | 0.680% | Low | Institutional | $1.0 Mil | ||
| Westwood Income Opportunity Instl | WHGIX | Moderately Conservative Allocation | 1.12% | 47 | 0.810% | Above Average | Institutional | $100,000 | ||
| Westwood Income Opportunity Ultra | WHGOX | Moderately Conservative Allocation | 1.22% | 41 | 0.740% | Above Average | Institutional | $1.0 Mil | ||
| Westwood Multi-Asset Income A | WSDAX | High Yield Bond | 0.57% | 67 | 0.950% | Below Average | Front Load | $1,000 | ||
| Westwood Multi-Asset Income Instl | WHGHX | High Yield Bond | 0.65% | 63 | 0.720% | Above Average | Institutional | $100,000 | ||
| Westwood Quality SMidCap Fund Inst | WHGMX | Small Blend | 3.79% | 15 | 0.860% | Below Average | Institutional | $100,000 | ||
| Westwood Quality SmallCap Fund A | WHGAX | Small Blend | −1.57% | 88 | 1.040% | Low | Front Load | $1,000 | ||
| Westwood Quality SmallCap Fund Ultra | WWSYX | Small Blend | −1.46% | 85 | 0.790% | Low | Institutional | $1.0 Mil | ||
| Westwood Quality Value Fund Inst | WHGLX | Large Value | 5.27% | 65 | 0.620% | Below Average | Institutional | $100,000 | ||
| Westwood Quality Value Ultra | WHGQX | Large Value | 5.28% | 65 | 0.550% | Below Average | Institutional | $1.0 Mil | ||
| Westwood Capital Appreciation Inc A | WWTAX | Moderate Allocation | 1.64% | 84 | 0.650% | Low | Front Load | $1,000 | ||
| Westwood Income Opportunity A | WWIAX | Moderately Conservative Allocation | 1.07% | 52 | 0.990% | Average | Front Load | $1,000 | ||
| Westwood Quality SmallCap Fund C | WHGCX | Small Blend | −1.78% | 90 | 1.790% | Low | Level Load | $1,000 | ||
| Westwood Quality SmallCap Fund Inst | WHGSX | Small Blend | −1.51% | 87 | 0.920% | Average | Institutional | $100,000 | ||
| Westwood Quality Value Fund A | WWLAX | Large Value | 5.24% | 66 | 0.800% | Low | Front Load | $1,000 | ||
| Westwood Capital Appreciation Inc C | WTOCX | Moderate Allocation | 1.33% | 89 | 1.400% | Below Average | Level Load | $1,000 | ||
| Westwood Multi-Asset Income C | WWHCX | High Yield Bond | 0.32% | 81 | 1.700% | Below Average | Level Load | $1,000 | ||
| Westwood Quality Value Fund C | WWLCX | Large Value | 4.97% | 68 | 1.550% | Below Average | Level Load | $1,000 | ||
| Westwood Income Opportunity C | WWICX | Moderately Conservative Allocation | 0.80% | 64 | 1.740% | Above Average | Level Load | $1,000 | ||
| Westwood Alternative Income A | WMNAX | Relative Value Arbitrage | — | 0.69% | 84 | 0.460% | Low | Front Load | $1,000 | |
| Westwood Alternative Income C | WWACX | Relative Value Arbitrage | — | 0.48% | 87 | 1.210% | Low | Level Load | $1,000 | |
| Westwood Alternative Income Instl | WMNIX | Relative Value Arbitrage | — | 0.81% | 80 | 0.350% | Low | Institutional | $100,000 | |
| Westwood Alternative Income Ultra | WMNUX | Relative Value Arbitrage | — | 0.83% | 77 | 0.210% | Low | Institutional | $1.0 Mil | |
| Westwood Quality AllCap Institutional | WQAIX | Large Value | — | 3.36% | 87 | 0.470% | Low | Institutional | $100,000 |
Westwood Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank